Relationship Banker: Client Growth & Mortgage Solutions

TD Bank Group; Lodi (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Lodi, New Jersey, seeks a banking professional who partners with clients to help them confidently achieve financial goals by delivering personalized solutions and strong product knowledge.

You will acquire and deepen client relationships through consultative engagement, explaining options clearly and guiding next best actions while adhering to TD's risk and regulatory standards.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.

Responsibilities

• Drives client acquisition by engaging walk-in clients and outreach.
• Engages clients with curiosity and conducts need-based discovery.
• Explains relevant options, features, benefits, and risks clearly.
• Delivers personalized solutions and identifies next steps for clients.
• Builds long-term client relationships through consistent, personalized service.

Skills

Client engagement

Relationship building

Communication skills

Sales/service experience

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Lodi, New Jersey, seeks a banking professional who partners with clients to help them confidently achieve financial goals by delivering personalized solutions and strong product knowledge.

You will acquire and deepen client relationships through consultative engagement, explaining options clearly and guiding next best actions while adhering to TD's risk and regulatory standards.